Total Transactions
370
Active 2024 VolumeTotal Units Sold
865
Avg 2.34 / OrderTop Volume Driver
Snacks / Tools
27 Transactions eachMax Bulk Order
100 Units
Lisa (Calming Teas)Customer Concentration Share
98.1% Top 2Monthly Transaction Volume Trend (2024)
Peak: Sep (41)Top Product Categories by Frequency
Top 10 items shownSales Head Strategic Action Plan
Execution Ready1. Contract & Secure VIP Accounts
John & Lisa represent 98% of volume. Transition them from ad-hoc orders to 12-month SLAs with volume incentives.
2. ICP Outbound & Cloning
Investigate Lisa's 100-unit bulk tea order. Profile similar institutional buyers to replicate high-volume wholesale pipeline.
3. Mitigate Q1 Slump
March dropped to 20 orders. Proactively launch targeted early-year campaigns in February to sustain volume.
Dataset: 370 Transactions
Filtered Transaction Records
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| Customer | Date | Item Purchased | Quantity |
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